David Wealth Management LLC DFAX Holdings History
David Wealth Management LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, David Wealth Management LLC held 684,175.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $17.93 Mil. This investment constitutes 15% of their stock portfolio, and David Wealth Management LLC now holds 0.23% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q4. And since then David Wealth Management LLC has made 1 purchases of DFAX, at an average price of $25.85, for a total of 684,175.00 shares. Based on historical transaction data and DFAX's current price of $29.48, David Wealth Management LLC's estimated gain on his DFAX holdings is $2.48 Mil, reflecting a 14.04% gain to date.
David Wealth Management LLC DFAX ($29.48) Holding Chart
David Wealth Management LLC DFAX ($29.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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